Endeavor Private Wealth
ESGD icon

Endeavor Private Wealth’s iShares ESG Aware MSCI EAFE ETF ESGD Stock Holding History

Endeavor Private Wealth’s Portfolio ESGD Stock Details ESGD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$375K Sell
3,640
-18
-0.5% -$1.89K 0.09% 155
2026
Q2 		$376K Sell
3,658
-366
-9% -$37.2K 0.09% 157
2026
Q1 		$385K Buy
4,024
+1,753
+77% +$173K 0.11% 149
2025
Q4 		$216K Buy
+2,271
New +$214K 0.06% 193

Other funds holding ESGD

US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje
KB Prvo drustvo za upravuvanje so zadolzitelni i dobrovolni penziski fondovi AD Skopje Skopje $520M AUM
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.2B AUM 25.19% 1-Year Est. Return
IMPACTfolio
IMPACTfolio Denver, Colorado $274M AUM 11.63% 1-Year Est. Return
Mission Wealth Management
Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return
Bond & Devick Financial Network
Bond & Devick Financial Network St. Louis Park, Minnesota $414M AUM 11.64% 1-Year Est. Return

Endeavor Private Wealth's ESGD Position: Q3 2026 in Review

Endeavor Private Wealth reduced its iShares ESG Aware MSCI EAFE ETF (ESGD) stake by 0.49% in Q3 2026, selling an estimated $1.89K and leaving 3,640 shares worth $375K. The position accounts for 0.09% of the portfolio, ranked #155.

Endeavor Private Wealth first reported a position in ESGD in Q4 2025 and has held it in 4 quarters since. The position peaked at $385K in Q1 2026. 469 funds tracked by Wall St. Rank hold ESGD as of Q3 2026.

  • Endeavor Private Wealth held 3,640 shares of iShares ESG Aware MSCI EAFE ETF worth $375K as of Q3 2026.
  • Endeavor Private Wealth sold 18 iShares ESG Aware MSCI EAFE ETF shares in Q3 2026, an estimated $1.89K.
  • iShares ESG Aware MSCI EAFE ETF made up 0.09% of Endeavor Private Wealth's portfolio in Q3 2026, its #155 holding.
  • Endeavor Private Wealth first reported a position in iShares ESG Aware MSCI EAFE ETF in Q4 2025 and has held it in 4 quarters since.
  • Endeavor Private Wealth's iShares ESG Aware MSCI EAFE ETF position peaked at $385K in Q1 2026.
  • 469 funds tracked by Wall St. Rank held iShares ESG Aware MSCI EAFE ETF as of Q3 2026.

Based on Endeavor Private Wealth's 13F filing for Q3 2026, filed 5 Nov 2026.